AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

PrivateCIK: 1942364

Location

BLOOMFIELD HILLS, MI

300

Positions

$2.66B

Total AUM (reported)

23.11M

Total Shares

Allocation by class

COM$2.64B99.5%

ETF$12.89M0.5%

Portfolio Concentration

Top 3$307.13M11.6%

4–10$366.17M13.8%

11–25$390.42M14.7%

Rest$1.59B60.0%

Top 3 weight

11.6%

Top 10 weight

25.3%

Voting Authority Distribution

Total shares with voting rights: 23.11M

Sole

Full voting authority

22.79M

% of voting shares98.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

320.12K

% of voting shares1.4%

Investment Discretion (by position count)

Sole300

Shared0

Other0

Dominant voting typeSole · 98.6% of voting shares

Institutional Holdings300

Rows:

Apple Inc

SOLE

COM

Shares454.84K

TypeSH

Market value$115.43M

4.34%

Sole

445.96K

Shared

0.00

None

8.88K

NVIDIA Corp

SOLE

COM

Shares583.73K

TypeSH

Market value$101.80M

3.83%

Sole

570.98K

Shared

0.00

None

12.75K

Microsoft Corp

SOLE

COM

Shares242.85K

TypeSH

Market value$89.89M

3.38%

Sole

240.09K

Shared

0.00

None

2.75K

Broadcom Inc

SOLE

COM

Shares251.84K

TypeSH

Market value$77.95M

2.93%

Sole

243.18K

Shared

0.00

None

8.66K

Alphabet Inc Cl A

SOLE

COM

Shares248.97K

TypeSH

Market value$71.60M

2.69%

Sole

246.45K

Shared

0.00

None

2.52K

Eli Lilly and Co

SOLE

COM

Shares66.60K

TypeSH

Market value$61.25M

2.31%

Sole

66.12K

Shared

0.00

None

480.00

PepsiCo Inc

SOLE

COM

Shares275.07K

TypeSH

Market value$42.72M

1.61%

Sole

268.08K

Shared

0.00

None

6.99K

Monolithic Power Systems Inc

SOLE

COM

Shares36.07K

TypeSH

Market value$39.44M

1.48%

Sole

35.81K

Shared

0.00

None

265.00

Hershey Co

SOLE

COM

Shares179.86K

TypeSH

Market value$37.39M

1.41%

Sole

177.34K

Shared

0.00

None

2.52K

Exxon Mobil Corp

SOLE

COM

Shares211.18K

TypeSH

Market value$35.83M

1.35%

Sole

203.86K

Shared

0.00

None

7.33K

Chevron Corp

SOLE

COM

Shares150.30K

TypeSH

Market value$31.10M

1.17%

Sole

147.47K

Shared

0.00

None

2.83K

Bank of America Corp

SOLE

COM

Shares598.47K

TypeSH

Market value$29.18M

1.10%

Sole

590.33K

Shared

0.00

None

8.14K

JPMorgan Chase & Co

SOLE

COM

Shares97.04K

TypeSH

Market value$28.54M

1.07%

Sole

92.89K

Shared

0.00

None

4.15K

Wells Fargo & Co

SOLE

COM

Shares345.91K

TypeSH

Market value$27.54M

1.04%

Sole

342.29K

Shared

0.00

None

3.63K

SLB Ltd

SOLE

COM

Shares531.95K

TypeSH

Market value$27.34M

1.03%

Sole

529.17K

Shared

0.00

None

2.77K

Advanced Micro Devices Inc

SOLE

COM

Shares132.34K

TypeSH

Market value$26.92M

1.01%

Sole

132.34K

Shared

0.00

None

0.00

Walmart Inc

SOLE

COM

Shares216.18K

TypeSH

Market value$26.87M

1.01%

Sole

213.76K

Shared

0.00

None

2.42K

WEC Energy Group Inc

SOLE

COM

Shares225.56K

TypeSH

Market value$26.11M

0.98%

Sole

224.51K

Shared

0.00

None

1.05K

Bank of New York Mellon Corp

SOLE

COM

Shares218.61K

TypeSH

Market value$25.93M

0.98%

Sole

215.67K

Shared

0.00

None

2.94K

Boeing Co

SOLE

COM

Shares129.33K

TypeSH

Market value$25.74M

0.97%

Sole

127.94K

Shared

0.00

None

1.39K

Visa Inc Cl A

SOLE

COM

Shares80.77K

TypeSH

Market value$24.41M

0.92%

Sole

79.67K

Shared

0.00

None

1.10K

Marvell Technology Inc

SOLE

COM

Shares232.74K

TypeSH

Market value$23.05M

0.87%

Sole

232.74K

Shared

0.00

None

0.00

Costco Wholesale Corp

SOLE

COM

Shares22.83K

TypeSH

Market value$22.75M

0.86%

Sole

22.54K

Shared

0.00

None

289.00

Meta Platforms Inc

SOLE

COM

Shares39.42K

TypeSH

Market value$22.56M

0.85%

Sole

39.42K

Shared

0.00

None

0.00

Yum! Brands Inc

SOLE

COM

Shares143.97K

TypeSH

Market value$22.38M

0.84%

Sole

140.78K

Shared

0.00

None

3.19K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Apple IncSOLE	COM	454.84K	SH	$115.43M 4.34%	445.96K	8.88K
NVIDIA CorpSOLE	COM	583.73K	SH	$101.80M 3.83%	570.98K	12.75K
Microsoft CorpSOLE	COM	242.85K	SH	$89.89M 3.38%	240.09K	2.75K
Broadcom IncSOLE	COM	251.84K	SH	$77.95M 2.93%	243.18K	8.66K
Alphabet Inc Cl ASOLE	COM	248.97K	SH	$71.60M 2.69%	246.45K	2.52K
Eli Lilly and CoSOLE	COM	66.60K	SH	$61.25M 2.31%	66.12K	480.00
PepsiCo IncSOLE	COM	275.07K	SH	$42.72M 1.61%	268.08K	6.99K
Monolithic Power Systems IncSOLE	COM	36.07K	SH	$39.44M 1.48%	35.81K	265.00
Hershey CoSOLE	COM	179.86K	SH	$37.39M 1.41%	177.34K	2.52K
Exxon Mobil CorpSOLE	COM	211.18K	SH	$35.83M 1.35%	203.86K	7.33K
Chevron CorpSOLE	COM	150.30K	SH	$31.10M 1.17%	147.47K	2.83K
Bank of America CorpSOLE	COM	598.47K	SH	$29.18M 1.10%	590.33K	8.14K
JPMorgan Chase & CoSOLE	COM	97.04K	SH	$28.54M 1.07%	92.89K	4.15K
Wells Fargo & CoSOLE	COM	345.91K	SH	$27.54M 1.04%	342.29K	3.63K
SLB LtdSOLE	COM	531.95K	SH	$27.34M 1.03%	529.17K	2.77K
Advanced Micro Devices IncSOLE	COM	132.34K	SH	$26.92M 1.01%	132.34K	0.00
Walmart IncSOLE	COM	216.18K	SH	$26.87M 1.01%	213.76K	2.42K
WEC Energy Group IncSOLE	COM	225.56K	SH	$26.11M 0.98%	224.51K	1.05K
Bank of New York Mellon CorpSOLE	COM	218.61K	SH	$25.93M 0.98%	215.67K	2.94K
Boeing CoSOLE	COM	129.33K	SH	$25.74M 0.97%	127.94K	1.39K
Visa Inc Cl ASOLE	COM	80.77K	SH	$24.41M 0.92%	79.67K	1.10K
Marvell Technology IncSOLE	COM	232.74K	SH	$23.05M 0.87%	232.74K	0.00
Costco Wholesale CorpSOLE	COM	22.83K	SH	$22.75M 0.86%	22.54K	289.00
Meta Platforms IncSOLE	COM	39.42K	SH	$22.56M 0.85%	39.42K	0.00
Yum! Brands IncSOLE	COM	143.97K	SH	$22.38M 0.84%	140.78K	3.19K

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